"Top 50 firms" 2025
Financial Advisor Magazine’s RIA
Ranking 2015, 2016, 2017, 2018,
2019, 2020, 2021, 2022, 2023, 2024
“Top 13 Financial Advisors in San
Francisco” 2015, 2016, 2017, 2018,
2019, 2020, 2021, 2022, 2023
“Best Financial Advisors in
San Francisco” 2018, 2019,
2020, 2021, 2022, 2023
Top Financial Advisors
in 2025
Newsweek
Personalized Solutions Adapted to
Your Current and Future Needs
Using our experience to establish the right financial plan for you
Comprehensive Financial Analysis
Fiduciary to Our Clients
Diversified Expertise
Tailored Services
It is great to have MFA as part of our team when it comes to planning our future. Having the ability to validate our goals and retirement plans has given us peace of mind that would have otherwise been daunting.
Jon, business owner
MFA allows us to feel comfortable not being financial experts and we love that the MFA team is always available.
Barbara, retiree
MFA team has been invaluable when it comes to planning my future. Having the ability to validate my goals and retirement dreams has given me a peace of mind that would have otherwise been daunting.
Corey, retiree
For many years, I have bounced between handling my own investments to low-cost online investment advisors to three different hands-on professionals. MFA is the best by far. They listen, they care about MY goals, and they offer excellent options that I didn't know existed. I can now lay my head on the pillow each night without thinking about investment decisions. The proof in the pudding of my satisfaction with MFA is that I have recommended them to my son and to one of my best friends, both of whom are also very pleased.
Bruce, retiree
The MFA team has shown remarkable understanding of our unique situation with genuine interest and support. Their personalized approach and attentive guidance have made all the difference in creating a strong foundation for our financial future. We highly recommend them to anyone seeking a compassionate and knowledgeable financial advisor.
Former Director of Strategy & Experience, mega cap technology company
It has been great to have a trusted team help execute our financial vision. We love having the ability to jump on a meeting to run through ideas and plan our family’s needs. It has also been helpful to have a firm who can navigate cross border strategies as it relates to taxes and investments.
CTO, large cap technology company
I am the CFO for my family and wanted a partner I could trust. Trust is huge, and MFA earns it. They are on my speed dial for every important financial decision.
CFO of family’s wealth, generated via multiple technology ventures
My husband and I have known Wa and his team for over 14 years - We had enjoyed working with a very friendly and very approachable team. It has been great to have a trusted advisor within MFA. We love having the ability to pick up the phone to run through strategies and ideas on how to plan our business around our family’s needs as well as plan for the next generation. Wa is always there to answer any financial question we have and we are very thankful for his professional advice.